|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$78.3M
|
+$10.6M
|
+468,995
|
+17%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$55.8M
|
-$2.1M
|
-93,141
|
-4%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$13.6M
|
+$40.9K
|
+1,813
|
+0.3%
|
|
|
4
|
NBW Capital
Boston,
Massachusetts
|
$5.64M
|
-$78.4K
|
-3,476
|
-1%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.59M
|
+$651K
|
+28,833
|
+18%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$2.61M
|
-$4.96K
|
-220
|
-0.2%
|
|
|
7
|
IMC Chicago
Chicago,
Illinois
|
$1.82M
|
+$1.17M
|
+51,911
|
+222%
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$1.32M
|
-$34.2K
|
-1,515
|
-3%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$987K
|
-$57.1K
|
-2,532
|
-6%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$669K
|
+$31.5K
|
+1,397
|
+5%
|
|
|
11
|
|
$624K
|
–
|
–
|
–
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$618K
|
+$6.32K
|
+280
|
+1%
|
|
|
13
|
|
$592K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$471K
|
-$45.1K
|
-2,000
|
-9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$420K
|
+$16.9K
|
+750
|
+5%
|
|
|
16
|
Neuberger Berman Group
New York
|
$372K
|
-$347K
|
-15,400
|
-50%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$307K
|
-$125K
|
-5,558
|
-30%
|
|
|
18
|
|
$237K
|
–
|
–
|
–
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$229K
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$221K
|
+$206K
|
+9,148
|
New
|
|
|
21
|
ETF Store
Overland Park,
Kansas
|
$218K
|
+$204K
|
+9,042
|
New
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$152K
|
–
|
–
|
–
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$43.5K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
-$64.6K
|
-2,865
|
-68%
|
|
|
25
|
Washington Trust
Westerly,
Rhode Island
|
$14.1K
|
+$13.2K
|
+585
|
New
|
|
